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Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems Dynamics Institute © 2015. HSD Institute. Use with permission. Better and Worse 1

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Page 1: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Better and Worse: Evaluating the Unevaluatable

Metanoia August 2015

Glenda H. Eoyang, PhD Executive Director

Human Systems Dynamics Institute

© 2015. HSD Institute. Use with permission. Better and Worse 1

Page 2: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

How will we work together?

»  Turn judgement into curiosity »  Turn conflict into shared exploration »  Turn defensiveness into self-reflection »  Turn assumptions into questions

© 2015. HSD Institute. Use with permission. 2 Better and Worse

Page 3: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Good Evaluation Good Consulting

Why HSD? See Systems

© 2015. HSD Institute. Use with permission. 3 Better and Worse

Page 4: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Good Evaluation Good Consulting Value and worth Fit for function

Why HSD? See Systems

© 2015. HSD Institute. Use with permission. 4 Better and Worse

Page 5: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Good Evaluation Good Consulting Value and worth Fit for function Predictable future Unknowable future

Why HSD? See Systems

© 2015. HSD Institute. Use with permission. 5 Better and Worse

Page 6: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Good Evaluation Good Consulting Value and worth Fit for function Predictable future Unknowable future Global or local focus Global and local focus

Why HSD? See Systems

© 2015. HSD Institute. Use with permission. 6 Better and Worse

Page 7: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Good Evaluation Good Consulting Value and worth Fit for function Predictable future Unknowable future Global or local focus Global and local focus Whole is the sum of parts Whole not the sum of parts

Why HSD? See Systems

© 2015. HSD Institute. Use with permission. 7 Better and Worse

Page 8: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Good Evaluation Good Consulting Value and worth Fit for function Predictable future Unknowable future Global or local focus Global and local focus Whole is the sum of parts Whole not the sum of parts Replication Innovation

Why HSD? See Systems

© 2015. HSD Institute. Use with permission. 8 Better and Worse

Page 9: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Good Evaluation Good Consulting Value and worth Fit for function Predictable future Unknowable future Global or local focus Global and local focus Whole is the sum of parts Whole not the sum of parts Replication Innovation Independent or dependent Interdependent

Why HSD? See Systems

© 2015. HSD Institute. Use with permission. 9 Better and Worse

Page 10: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Good Evaluation Good Consulting Value and worth Fit for function Predictable future Unknowable future Global or local focus Global and local focus Whole is the sum of parts Whole not the sum of parts Replication Innovation Independent or dependent Interdependent Silos Networks

Why HSD? See Systems

© 2015. HSD Institute. Use with permission. 10 Better and Worse

Page 11: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Good Evaluation Good Consulting Value and worth Fit for function Predictable future Unknowable future Global or local focus Global and local focus Whole is the sum of parts Whole not the sum of parts Replication Innovation Independent or dependent Interdependent Silos Networks Competencies Adaptive capacity

Why HSD? See Systems

© 2015. HSD Institute. Use with permission. 11 Better and Worse

Page 12: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Good Evaluation Good Consulting Value and worth Fit for function Predictable future Unknowable future Global or local focus Global and local focus Whole is the sum of parts Whole not the sum of parts Replication Innovation Independent or dependent Interdependent Silos Networks Competencies Adaptive capacity Control and manage See, understand, influence

Why HSD? See Systems

© 2015. HSD Institute. Use with permission. 12 Better and Worse

Page 13: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Good Evaluation Good Consulting Value and worth Fit for function Predictable future Unknowable future Global or local focus Global and local focus Whole is the sum of parts Whole not the sum of parts Replication Innovation Independent or dependent Interdependent Silos Networks Competencies Adaptive capacity Control and manage See, understand, influence Right answer Adaptive Action

Why HSD? See Systems

© 2015. HSD Institute. Use with permission. 13 Better and Worse

Page 14: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Adaptive Action

What are current patterns? What do you observe? What surprises you? What happened before? What are people saying? What is the research? What . . .

© 2015. HSD Institute. Use with permission. 14 Better and Worse

What?  

Page 15: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Adaptive Action

So what are the tensions? So what is important? So what options do we have? So what does success look like now? So what . . .

© 2015. HSD Institute. Use with permission. 15 Better and Worse

So what? What?  

Page 16: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Adaptive Action

Now what will we do? Now what will we communicate? Now what will we measure? Now what will we look for next? Now what . . .

© 2015. HSD Institute. Use with permission. 16 Better and Worse

So what?

Now what?

What?  

Page 17: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Adaptive Action

© 2015. HSD Institute. Use with permission. 17 Better and Worse

So what?

Now what?

What?  

Page 18: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Complex Adaptive System (CAS) Self-Organizing System

A collection of individual agents who have the freedom to act in unpredictable ways, and whose actions are interconnected such that they produce system-wide patterns.

© 2015. HSD Institute. Use with permission. 18 Better and Worse

Agents interact

Page 19: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Complex Adaptive System (CAS) Self-Organizing System

© 2015. HSD Institute. Use with permission. 19 Better and Worse

Agents interact

Those system-wide patterns, in turn, influence the behaviors of the agents

System-wide patterns emerge

Page 20: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Dynamics in CAS

Know when your changes are in the zone of emergence

© 2015. HSD Institute. Use with permission. 20 Better and Worse

Unstable Seek Patterns

Stable Plan, Control

Far From Close To

Far F

rom

C

lose

To

Certainty

Agr

eem

ent

Page 21: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Unstable Seek Patterns

Stable Plan, Control

Far From Close To

Far F

rom

C

lose

To

Certainty

Agr

eem

ent

Patterns on the Evaluation Landscape

© 2015. HSD Institute. Use with permission. 21 Better and Worse

large

small

many

few

loose

tight

Where are you now? Where do you want to be? How do you get there?

Page 22: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Far From Close To

Far F

rom

C

lose

To

Certainty

Agr

eem

ent

Evaluation Options

© 2015. HSD Institute. Use with permission.

22

Better and Worse

Traditional Evaluation Strategies

Page 23: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Traditional Evaluation

»  Pre-determined indicators »  Clear objectives »  Randomized control trials »  Outcome evaluation »  Scorecards »  Quantitative »  Process measures »  Formative and summative »  Return on Investment »  Hypothesis testing

© 2015. HSD Institute. Use with permission. 23 Better and Worse

Page 24: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Far From Close To

Far F

rom

C

lose

To

Certainty

Agr

eem

ent

Evaluation Options

© 2015. HSD Institute. Use with permission.

24

Better and Worse

Exploratory Evaluation Strategies

Page 25: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Exploratory Evaluation

»  Perpetual scan »  Searching for surprise »  Listening widely »  Multiple sources »  Open-ended questions »  Looking for weak signals »  Grounded theory »  Hypothesis building »  Organized discovery

© 2015. HSD Institute. Use with permission. 25 Better and Worse

Page 26: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Far From Close To

Far F

rom

C

lose

To

Certainty

Agr

eem

ent

Evaluation Options

© 2015. HSD Institute. Use with permission.

26

Better and Worse

Dialogic Evaluation Strategies

Page 27: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Dialogic Evaluation

»  Interviews »  Large group meetings »  Storytelling »  Observation »  Discussion »  Reflective practice »  Developmental evaluation »  Hypothesis emerging

© 2015. HSD Institute. Use with permission. 27 Better and Worse

Page 28: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

Additional Resources

»  Online: »  Hsdlearning.org »  Wiki.hsdinstitute.org

»  Training: »  Free monthly webinars »  HSD Professional Certification »  Open and custom Learning Labs »  Eastern Mennonite University Summer Program 2016

»  Books: »  Adaptive Action: Leveraging Uncertainty in Your Organization »  Facilitating Organization Change: Lessons from Complexity Scienct »  Radical Rules for Schools »  Simple Rules

© 2015. HSD Institute. Use with permission. 28 Better and Worse

Page 29: Better and Worse: Evaluating the ... - Metanoia Instituutti · Better and Worse: Evaluating the Unevaluatable Metanoia August 2015 Glenda H. Eoyang, PhD Executive Director Human Systems

© 2015. HSD Institute. Use with permission. 29 Better and Worse